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Intoducing Banner No.9

Upgrade and user interface update for Banner. Learn about the navigation, keyboard shortcuts, and new features in Banner 9.

jnavarro
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Intoducing Banner No.9

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  1. Intoducing Banner No.9 MONROE Community college

  2. Introduction • Banner underwent an upgrade and the user interface was updated. • The login page, basic navigation, and forms (now pages) were upgraded to this new model. • Let’s get to know and understand the navigation within Banner 9. CoHEsion Summit

  3. Agenda • Basics • Student Inquiry Pages • Requirements • Awards • Loans • ISIR/Dataload • Logging • Messages • Budgeting • Rules/Self Service Banner CoHEsion Summit

  4. Basics

  5. The Welcome Page 8 vs. 9 CoHEsion Summit

  6. Welcome Page CoHEsion Summit

  7. Navigation Tips/Keyboard Shortcuts CoHEsion Summit

  8. Filtering CoHEsion Summit

  9. Student Inquiry Pages

  10. SPAIDEN(General Person Identification) CoHEsion Summit

  11. RHACOMM(Applicant Comments) CoHEsion Summit

  12. Requirements

  13. RTVTREQ(Applicant Requirements) CoHEsion Summit

  14. RRAAREQ(Applicant Requirements) CoHEsion Summit

  15. Awards

  16. RPAAWRD(Award Maintenance) CoHEsion Summit

  17. ISIR/Dataload

  18. RCRSUSP(Financial Aid Suspended Records Maintenance) CoHEsion Summit

  19. RNANAxx(Need Analysis) CoHEsion Summit

  20. RNIMSxx(Miscellaneous Results Inquiry) CoHEsion Summit

  21. Logging

  22. ROIALOG(Applicant Data Log Inquiry) CoHEsion Summit

  23. Messages

  24. RTVMESG(Message Code Validation) CoHEsion Summit

  25. ROAMESG(Applicant Messages) CoHEsion Summit

  26. Loans

  27. RLADLOR(Direct Loan Origination) CoHEsion Summit

  28. Rules/SSB

  29. Self Service Banner*Making updates in Banner 9, does update Banner 8 Self Service! CoHEsion Summit

  30. Summary • Banner 9 has a fresh new look and feel but works like Banner 8 • Many keyboard shortcuts you use are the same • Navigational Improvements • Modernized User Interface • Tablet Friendly • Banner 9 is more flexible • Scrollbars • Still can use wildcards • Now search pages with partial form names & descriptions CoHEsion Summit

  31. Questions CoHEsion Summit

  32. Thank You! CoHEsion Summit

  33. SICAS Summit 2018 Navigating Banner 9 September 2018 The Conference & Event Center Niagara Falls

  34. Introduction • There are many cool new user experience improvements in Banner 9 • Let’s discover (or rediscover) navigating Banner September 2018 The Conference & Event Center Niagara Falls

  35. Top 7 Usability Improvements 4 1 Navigation Improvements Modernized user interface with Industry Standard Web Controls Consistency System Messaging Multiple record views Lookups and Filter Tablet Friendly 5 2 6 7 3 September 2018 The Conference & Event Center Niagara Falls

  36. #1 Best Feature • How to make Banner BIGGER • Ctrl = increase zoom (essentially ctrl with +) • Ctrl – decrease zoom • Ctrl 0 reset zoom to 100% • These are all web shortcuts (not new Banner shortcuts) but because Banner 9 is not on Oracle forms, these shortcuts actually work now. September 2018 The Conference & Event Center Niagara Falls

  37. Application Navigator • The Welcome Screen: 4 ways to navigate • Seach box: searches page names and descriptions = Ctrl + Home • Search Icon: kind of like having “Go To box”. Ctrl + Shift + Y • Recently Opened Icon: previously found under file and maxed at 10 forms. Now includes all objects opened. Like the Go To box list of forms. Ctrl + Y • Menu Icon: basically the main menu Ctrl + M • Navigator Help = Ctrl + Shift + L • Navigator Sign Out = Ctrl + Shift + F • Yes, you can change the pretty campus picture • Presentation Text • Screen Captures • Etc. • Presenters – duplicate this slide as many times as needed September 2018 The Conference & Event Center Niagara Falls

  38. Main Menu Tricks • Tricks about My Banner • When using GUAPMNU, you can “rename” objects and they are unique to the My Banner setup. This does not rename objects in the system • You can create subfolders in My Banner by adding a folder object to GUAOBJS and then referencing the fold in the My Banner form • Recommend creating folders labeled by office or user with a one up (*REGOFF1, *REGOFF2, etc) • You can use GUTGMNU to edit what objects belong in subfolders • You can copy a My Banner folder from one user to another using GUTPMNU • This is an excellent “trick” to help new hires become more quickly acclimated to Banner • Confirm object is part of Banner 9 using GUAPAGE September 2018 The Conference & Event Center Niagara Falls

  39. Terminology • Forms = Pages • From Key Block; Next Block = Go • Blocks become Sections • Alt Page Down and Bottom left icons • Alt Page Up • Rollback = Start Over • Query = Filter September 2018 The Conference & Event Center Niagara Falls

  40. Parts of a Page • Page Header • Page Title as controlled by GUAUPRF • Actions include: Page Close, Workflow Release and Submit, BDM Add and Retrieve, Related Menu, Tools Menu, and Notification Center • Key Block • When in the Key Block, the fields are displayed in columns and are enterable. When out of the Key Block, the fields are rearranged into a linear format and are not enterable. • Sections • If a page has multiple sections, they can be expanded or collapsed • Header actions include: Multiple Record, Insert, Delete, Copy, Filter, and SDE More Information September 2018 The Conference & Event Center Niagara Falls

  41. Notification Center and Help • Types of Information that is Displayed • Green: Successful save of data • Yellow: Warning messages • Red: Error Messages • Blue: Informational Messages • Errors are displayed in red and also display affiliated with the field/record in error • Multiple errors displayed together • Displays the count of errors September 2018 The Conference & Event Center Niagara Falls

  42. Notification Center and Help • Ctrl+Shift+L: Online Help is available in the top right corner • When in online help, use the upper left menu button to access the Contents or Search Tabs • Help (Item Properties) is available from Tools (Alt+Shift+T) • Use this to identify a table/field name for writing reports or troubleshooting with your technical rep • Data Block = Table Physical Name = Field • Help (All Fields) is only in Banner 8 at this time • like GURPDED but better September 2018 The Conference & Event Center Niagara Falls

  43. Other Tidbits • Exit without saving • Use tab to select option • Then Enter • Related and Tools • Related is like Options menu forpages • Tools is like Options menu foractions • Note existing key-strokes continue September 2018 The Conference & Event Center Niagara Falls

  44. Other Tidbits • Required fields have * • Look up = F9 = List of Values = LOV • Page Header: Workflow: Release = Alt + Q and Submit = Alt + WOnly shows if Banner is accessed from Workflow • SDE: Available on the Section header between Copy and FilterMore Information = Ctrl+Shift+U(link grayed out if empty or lit if populated • SDE fields Exist but are empty SDE fields have data September 2018 The Conference & Event Center Niagara Falls

  45. Other Tidbits:Single Record / Multiple Record Toggle • = Ctrl + G September 2018 The Conference & Event Center Niagara Falls

  46. Other Tidbits:Single Record / Multiple Record Toggle September 2018 The Conference & Event Center Niagara Falls

  47. Data Export • Allows users to extract data “displayed” into an external file (.txt or .csv/.xlsx) which can be saved to a folder or opened • Objects are enabled for Data Extract on GUAOBJS • In Banner 9, data extract is under the Tools Menu (Shift+F1) • In 8x it’s under Help • Controls for Data Extract are under GUAUPRF • Security • Popup Blocker • Default Technical delivery is for M access only • This can be updated to Q access • CMS-5132: Debugging data extract option in Banner September 2018 The Conference & Event Center Niagara Falls

  48. Queries(aka Filters) • % and _ are wildcards • Percent is any number of characters %Q% = any form with a Q • Underscore is a single character _ _Q% = any form with a Q in 3rd position • Queries in Banner 9 have been retooled and work a lot like excel features and come with common sql/excel like filter options. This is known as the advanced filter. A basic filter option works similar to 8. • You can even choose what columns to include in the output • Some query pages have “locked” columns, non locked columns can now be moved around (FGITRND) September 2018 The Conference & Event Center Niagara Falls

  49. Queries: Movable Columns • FGITRND – has locked columns (Account through Increase/Decrease) • The remaining columns are “free” and can be moved and re-arranged. • Columns can also be sorted ASC or DSC September 2018 The Conference & Event Center Niagara Falls

  50. Queries • Query = Filter Execute = Go September 2018 The Conference & Event Center Niagara Falls

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